account_balance

Investment manager · 13F filer · SEC CIK 2052588

Baring Financial LLC

Reported value$185Mas of Sep 30, 2026
Positions81 5 new, 7 sold out
Top 10 weight47.3%IVV alone is 10%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 10.2% Added +3%
QQQM Invesco Exch Traded Fd Tr II 7.6% Added +3%
MGK Vanguard World Fd 5.6% Added +2%
SCHV Schwab Strategic Tr 4.3% Added +3%
DFAI Dimensional ETF Trust 3.8% Held
QQQ Invesco QQQ Tr 3.4% Held
MSFT Microsoft Corp 3.2% Added +3%
BIL SPDR Series Trust 3.1% Held
SGOV iShares Tr 3.1% Held
VIG Vanguard Specialized Funds 2.9% Held
SHV iShares Tr 2.9% Held
BRK-B Berkshire Hathaway Inc 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • IBMP $280K
  • IBMO $250K
  • TSM $240K
  • MRK $219K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist